Stratos Wealth Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,366
| Closed | -$387K | – | 728 |
|
|
2023
Q3 | $387K | Sell |
8,366
-1,040
| -11% | -$48.1K | 0.03% | 473 |
|
|
2023
Q2 | $443K | Buy |
9,406
+3,664
| +64% | +$172K | 0.03% | 446 |
|
|
2023
Q1 | $273K | Sell |
5,742
-4,881
| -46% | -$232K | 0.02% | 513 |
|
|
2022
Q4 | $499K | Buy |
+10,623
| New | +$499K | 0.04% | 405 |
|
|
2021
Q4 | – | Sell |
-8,514
| Closed | -$421K | – | 566 |
|
|
2021
Q3 | $421K | Sell |
8,514
-4,868
| -36% | -$241K | 0.04% | 391 |
|
|
2021
Q2 | $663K | Buy |
+13,382
| New | +$663K | 0.06% | 310 |
|